US Manufacturing: Less Predictive for the Economy, but Still Significant for Corporate Profits
Courtesy of the Fed's dovish policy pivot last year, investors no longer fear a US recession in 2020. Although the economy entered 2020 at a growth...
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U.S. Equity Strategy: Growth Surging Relative to Value
As we head into Q4 earnings season we remain bullish on the broad market. Our bullish outlook is supported by the themes highlighted in this...
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Outlook for US Equities in 2020: Not in a Bubble, but Melt-Up Raises Correction Risks
Despite other factors in play, the decision by the Federal Open Market Committee (FOMC) to announce a $60bn monthly T-bill buying programme has...
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U.S. Equity Strategy: Bullish Outlook Intact
Amid rising Middle East tensions, investors have moved to safe-havens including Treasuries and gold, all while having a muted effect on the US...
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Weakening Dollar, Strengthening Commodities
We continue to see increasingly more reasons to be bullish than not, and we believe the path of least resistance is higher for US equities. We also...
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